Best Investors Account Sign in

Joel S Stockelman

Strategic Advisers LLC

Lebanon, OH

Covington, KY

Claim This Profile
Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-03-31
OH RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Lebanon, OH • United States

100 Howe Drive, Covington, KY 41015-5000 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services, Inc. Cincinnati OH 02/1998 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/1998 → Present
    Fidelity Brokerage Services, Inc.
    Cincinnati, OH
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Cincinnati, OH
    Covington, KY
  • 2003-01-14 → 2018-07-13
    Strategic Advisers Llc
    Covington, KY
Other Businesses

OBA-108596|OrgNmn:Stocks Props OH, LLC|Org Addr:Cincinnati,Ohio,US|OBA Nature:Rental Properties|Invst Rel:Y|Title:Owner |Duties:Purchase, maintain and rent property for housing|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-01-25
S63 Uniform Securities Agent State Law Examination 1998-06-25
  • S66 Uniform Combined State Law Examination
    2001-01-25
  • S63 Uniform Securities Agent State Law Examination
    1998-06-25
Other Names
  • Joel Stephan Stockelman

View on SEC IAPD

More in Lebanon, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor